Meridian Wealth Partners’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7
| Closed | – | – | 152 |
|
|
2021
Q1 | $0 | Sell |
7
-869
| -99% | – | ﹤0.01% | 1315 |
|
|
2020
Q4 | $48K | Buy |
876
+4
| +0.5% | +$219 | 0.02% | 145 |
|
|
2020
Q3 | $46K | Buy |
872
+4
| +0.5% | +$211 | 0.02% | 131 |
|
|
2020
Q2 | $41K | Buy |
868
+5
| +0.6% | +$236 | 0.02% | 137 |
|
|
2020
Q1 | $33K | Buy |
863
+4
| +0.5% | +$153 | 0.02% | 144 |
|
|
2019
Q4 | $41K | Buy |
+859
| New | +$41K | 0.03% | 142 |
|